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Nvest Wealth Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

Nvest Wealth Strategies’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-213
Closed -$5.35K – 416
2026
Q1 		$5.35K Buy
+213
New +$5.59K ﹤0.01% 147

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SG
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EK
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HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Nvest Wealth Strategies's SCHB Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Schwab US Broad Market ETF (SCHB) in Q2 2026, closing a stake of 213 shares — an estimated $5.35K sold.

Nvest Wealth Strategies first reported a position in SCHB in Q1 2026 and held it in 1 quarter. The position peaked at $5.35K in Q1 2026. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Schwab US Broad Market ETF position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 213 Schwab US Broad Market ETF shares in Q2 2026, an estimated $5.35K.
  • Nvest Wealth Strategies first reported a position in Schwab US Broad Market ETF in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Schwab US Broad Market ETF position peaked at $5.35K in Q1 2026.
  • 971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.